Managing contacts

Managing contacts

The Contacts module is useful for managing contact information for people and businesses who are not clients, but with whom you interact. These typically include suppliers, pharmacies, labs, and referring doctors and clinics.  A "contact" profile should be used for people, while a "company" profile should be used for businesses.  

A "contact" profile should be used for people.  A "company" profile should be used for businesses. 

To add a new contact:
  1. Click on "Contacts"
  2. Click on "New Contact" or "New Company," as applicable
  3. Complete the form that appears, and click "save + done" to save the current record and close the form, or "save + add new" to save the current record and add another record
To edit an existing contact:
  1. Click on "Contacts"
  2. Search for the contact or browse for the contact by name under "contact list," and click on the contact's name
  3. Click on "edit contact"
  4. Make the desired changes and click "save + done"

To delete an existing contact:
  1. Click on "Contacts"
  2. Search for the contact or browse for the contact by name under "contact list," and click on the contact's name
  3. Click on "delete contact"
  4. Confirm your intent to delete the contact

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